TRIMARAN CAPITAL

Overview

Trimaran Capital is an independent registered investment adviser organized as an LLC that manages portfolios for individuals, families and institutional clients. The firm primarily operates on a discretionary, fee-based model (percentage of AUM and some fixed fees) and provides financial planning plus portfolio management for individuals, small businesses and institutional accounts. Investment activity shows a clear tilt toward pooled public vehicles—mutual funds and other public funds—supplemented by targeted allocations to real estate strategies. Trimaran does not identify itself as an active ESG investor and it does not act as a capital allocator running external multi-manager funds; instead it places client capital into third‑party managers and collective vehicles where appropriate. Trimaran’s operating model is built around discretionary portfolio oversight: nearly all assets reported are managed on a discretionary basis. The heavy custody relationship with Charles Schwab & Co., Inc. points to use of custodial platforms and SMA/mutual fund/ETF execution available through mainstream custodians rather than proprietary trading or boutique execution channels.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices